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Today's Date:
Thursday, October 01, 2020
LPL Financial Logo
Today's Date:
Thursday, October 01, 2020
Home of the Retirement Geeks

Welcome to the
Retirement Geeks

Let’s ‘Geek Out!’ on your retirement planning, investments and life insurance!

The Retirement Geeks of LPL Financial believe you should 

Live Your Legacy 

Now!

Learn How

Recent News & Articles

July 14, 2020
Midyear Outlook 2020

LPL Financial Research Midyear Outlook 2020: The Trail to Recovery LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president! It’s still going […]

June 27, 2020
We Care

Charitable Giving as Part of Your Financial Planning Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable […]

Today's Markets
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Disclaimer

Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.

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Contact

RetirementGeeks.com
2840 Plaza Place
Suite 206
Raleigh, NC 27612

Local: 919-881-2850
Toll Free eFax: 800-785-1070
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